Asset ManagerRIA · CRD 123747SEC-Registered

Updated:

The Social Equity Group

The Social Equity Group deploys impact-first capital into affordable housing, CDFIs, and small-business lending across underserved U.S. communities.

The Social Equity Group

The Social Equity Group, Inc. is a SEC-registered investment adviser. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What is The Social Equity Group?

The Social Equity Group is a asset manager tracked on Altss.

What is The Social Equity Group's assets under management?

The Social Equity Group reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for The Social Equity Group?

Altss maintains an OSINT-verified profile of The Social Equity Group covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What type of firm is The Social Equity Group?

The Social Equity Group is classified by Altss as a Asset Manager.

How does Altss source intelligence on The Social Equity Group?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was The Social Equity Group's Altss profile last updated?

The Social Equity Group's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Asset Manager profiles